Summary You don’t necessarily need to buy Dynamics 365 (Dynamics CRM) licenses to get the CRM functionality you need. Power Apps and the Common Data Service have the components to build a simple CRM app that looks and operates *exactly* like Dynamics CRM (without the features that you don’t need) Dynamics 365 is a Power… Continue reading You likely don’t need Dynamics CRM. You need a Power App.
In order to be successful with a career in technology, you must constantly be learning. This may involve reading, taking classes or watching videos. Not only about the Power Platform or Dynamics 365 but learning about other technology stacks and methods, and thinking about how to apply them to your projects. One week ago I… Continue reading Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.
It wasn’t really my intention to start blogging about currency fields and functionality in Power Apps. If you have been following along, last week I posted about how currency fields work in CDS. If you read my posts primarily for content around Power Apps Portals, then I suggest you check out CRM Tip of the… Continue reading Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365)
A few years back I wrote a blog post on how currencies worked in Dynamics CRM. This was before the Power Platform and the concept of model-driven Power Apps, but essentially, Dynamics CRM was a model-driven Power App. The question came up recently on a Power Apps forum (Facebook, I think) and I realized there… Continue reading Guide to Currencies in the Common Data Service
Summary All PowerApps/Dynamics 365/CDS projects, big or small should be using some form of source control for customization. You don’t necessarily need to build complicated build pipelines or continuous integrations to implement an ALM process. This post provides instructions on installing tools and setting up some PowerShell scripts to automate some tedious chores when managing… Continue reading Simple ALM for Dynamics 365/CDS Projects
When you deploy a PowerApps Portal on your CDS environment, you will notice that a model-driven app called “Portal Management” is also created as part of the provisioning process. This app also appeared when you provisioned a Dynamics 365 Portal. With the new Portal maker experience, you can create web pages, entity lists, entity forms… Continue reading Overview of the PowerApps Portals Management App
Every so often something weird might happen when a user is navigating a PowerApps Portal (which includes Dynamics 365 Portals). They might get an error message or strange pop-up, some examples; This type of error does not really indicate what the issue could be. Another example is an error could appear on a particular entity… Continue reading Diagnosing Errors in PowerApps Portals
A common question I get about using Dynamics 365 Portals (aka Dynamics 365 Customer Service PowerApps Portal) is the ability to create cases on behalf of other customers or accounts. A typical use case would be if a partner needs to open a support incident on behalf of their customer on the portal. Consider if… Continue reading Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account
This is post is essentially a re-write of a post I wrote 2 years ago called Creating a Drill Down Link on a Dynamics 365 Portal Entity Form”. However, with the upcoming release of PowerApps Portals I thought it might be a good time to re-visit some of the older Dynamics 365 Portals posts and… Continue reading Adding Drill Down Links to PowerApps Portals Forms
The Microsoft Power Platform Release Wave 2 Plan was released today and while it’s jammed packed with many new features that will be released in the coming months, one of the features that I am excited about is the arrival of PowerApp Portals. A highly requested feature from Microsoft was the ability to provide the… Continue reading PowerApp External Stakeholder Access? Introducing PowerApp Portals